Charla “Sue” Riley AAMS®

President

Private Wealth Manager

LPL Registered Principal

Charla "Sue" Riley has been a valued financail partner to affluent individuals, families, and business owners for over 25 years. She began her professional financial career at UBS Financal Services Inc. (formerly PaineWebber), continued her work at Merrill Lynch, and ultimately chose LPL Financial to provide the independence and resources to best serve her clients. Today, as the founder and President of Crestbridge Financial Wealth Management, Sue serves as an LPL Registered Principal and Investment Advisor Representative, dedicated to helping clients preserve, invest, and transfer significant wealth.

Sue specializes in guiding clients through the complexities of investing, financial planning, and wealth preservation in an ever-changing ecomomic landscape.  With a holistic and research-driven approach, she places equal importance on wealth accumulation, wealth preservation, tax midigation, retirement readiness, and legacy planning.  By listening deeply to clients goasl and concerns, Sue crafts tailored plans that align with their values, seeking to optimize outcomes, and empower decision-making with confidence. 

Her practice is built on long-term relationships, discretion, trust , communcation and independence.  Sue partners with clients not just as an advisor, but as a financial steward, offering clairty, structure, and confidence across generations. 

Charla Sue Riley holds Series 7, 66, and 24 securities registrations with LPL Fincnaial, the Accredited Asset Mangement Specialist (AAMS) designation, along with health, life,and long-term-care licenses.  She is a Fiduciary, an LPL Investment Advisor Representative, LPL Branch Manager,  and LPL Registered Principal. 

 

Jackson Charles Riley

Assistant to the Branch 

Jackson C Riley serves as Assistant to the Branch while pursuing his degree at California State Univsersity San Marcos.  He is passionate about building a career in financial services. He's dedicated  to work with our Crestbridge Financial clients to assist our team  to help clients work towards their life's passion and goals.

His is a talented and well-rounded indiviual and we are proud to welcome him as part of the Crestbridge Financaial Team.   

Office Support  upon entering our office you will be greated by our Office Manager who over sees the office, ensuring the office is running smoothly, snacks and drinks are aviable for our clients to enjoy. 

LPL Business Solutions 

Our 4 person dedicated  LPL Admin Support Team are a dedicated group of experienced administrative professionals equiped to handle business-related services and operational issues.  Their top activites are New Account Paperwork, Move Money Requests, Account Maintence, Retirement Distributions, Account Transfer among other activies to support our Crestbridge Financial Office/ LPL Branch office.

Tax Planning Services acts as an extension of our team here at Crestbridge Financail. Giving us access to experienced CPAs and tax attorneys who specialize in tax strategies designed for wealth perservation and growth.  

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